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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$73.73 +0.13 (+0.18%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$220.43M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$141.62M
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Skip Chart & View Institutional Buying and Selling Data

FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp8,001$562K0.0%-7.5%0.027%
5/5/2026 Sigma Planning Corp14,209$997K0.0%-33.5%0.048%
5/5/2026 Nwam LLC4,780$336K0.0%+59.6%0.016%
5/4/2026 Beckerman Institutional LLC5,413$380K0.2%-3.2%0.018%
5/4/2026 Lifeworks Advisors LLC29,023$2.04M0.3%+9.9%0.097%
5/4/2026 Procyon Advisors LLC155,754$10.93M0.2%+19.2%0.523%
5/1/2026 Fifth Third Bancorp4,409$309K0.0%+384.0%0.015%
5/1/2026 Sovran Advisors LLC2,882$214K0.0%+10.5%0.010%
4/30/2026 Elevated Capital Advisors LLC2,945$207K0.1%-6.3%0.010%
4/30/2026 Financial Freedom LLC5,971$419K0.2%-17.4%0.019%
4/30/2026 Kestra Advisory Services LLC242,191$17.00M0.1%+17.2%0.784%
4/30/2026 KDK Private Wealth Management LLC24,302$1.71M1.6%-2.2%0.079%
4/29/2026 Fischer Financial Services Inc.140,049$9.83M3.3%-0.5%0.453%
4/27/2026 BIP Wealth LLC3,295$231K0.0%+5.1%0.011%
4/27/2026 Private Advisor Group LLC11,852$832K0.0%-6.0%0.038%
4/24/2026 Acorn Financial Advisory Services Inc. ADV14,514$1.02M0.1%+6.9%0.047%
4/24/2026 Strategic Point Investment Advisors LLC218,273$15.32M2.2%+0.8%0.704%
4/22/2026 Janney Montgomery Scott LLC6,148$432K0.0%-3.0%0.020%
4/22/2026 Yoder Wealth Management Inc.93,649$6.57M3.0%+14.5%0.302%
4/22/2026 Harbor Asset Planning Inc.30,253$2.12M1.8%+4.4%0.098%
4/22/2026 Merkkuri Wealth Advisors LLC2,267$159K0.1%N/A0.007%
4/21/2026 Maltin Wealth Management Inc.53,263$3.74M1.4%-5.9%0.172%
4/20/2026 Longview Financial Advisors Inc.553$39K0.0%N/A0.002%
4/20/2026 Kestra Private Wealth Services LLC30,366$2.13M0.0%-17.0%0.098%
4/20/2026 RFG Advisory LLC7,640$536K0.0%-8.5%0.025%
4/17/2026 Athena Wealth Management LLC8,581$602K0.5%+21.3%0.028%
4/17/2026 Cornerstone Management Inc.8,841$621K0.1%+24.3%0.029%
4/16/2026 Smith Salley Wealth Management60,305$4.23M0.2%+7.1%0.195%
3/13/2026 World Investment Advisors9,566$744K0.0%+2.5%0.030%
3/9/2026Corient Private Wealth LLC5,169$402K0.0%+33.2%0.016%
2/27/2026 Instrumental Wealth LLC3,521$263K0.2%+13.9%0.011%
2/20/2026Sunbelt Securities Inc.12,671$985K0.1%-25.5%0.040%
2/20/2026Kovitz Investment Group Partners LLC189,496$14.73M0.3%-7.7%0.600%
2/19/2026Jacobs Equity LLC20,598$1.60M1.5%N/A0.065%
2/18/2026Mercer Global Advisors Inc. ADV248,468$19.32M0.0%-9.4%0.786%
2/18/2026EP Wealth Advisors LLC27,550$2.14M0.0%N/A0.087%
2/18/2026NewEdge Advisors LLC14,542$1.13M0.0%-32.4%0.046%
2/18/2026Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/17/2026AQR Capital Management LLC10,587$823K0.0%+19.5%0.034%
2/17/2026Cetera Investment Advisers30,621$2.38M0.0%+22.2%0.097%
2/17/2026Osaic Holdings Inc.414,449$32.24M0.0%-3.7%1.312%
2/17/2026Advisory Services Network LLC7,120$554K0.0%-10.5%0.023%
2/17/2026Captrust Financial Advisors6,168$479K0.0%+65.5%0.020%
2/17/2026&PARTNERS10,833$842K0.0%+20.3%0.034%
2/17/2026Royal Bank of Canada16,976$1.32M0.0%-5.0%0.054%
2/17/2026 Howe & Rusling Inc.1,765$137K0.0%N/A0.006%
2/16/2026 MML Investors Services LLC10,200$793K0.0%-6.4%0.032%
2/16/2026Mariner LLC49,648$3.86M0.0%+5.2%0.157%
2/16/2026Motiv8 Investments LLC1,092$85K0.0%N/A0.003%
2/16/2026Arax Advisory Partners1,729$134K0.0%N/A0.005%
2/16/2026 Blue Jean Financial LLC10,205$793K0.6%N/A0.032%
2/16/2026Atlas Capital Advisors Inc.14,133$1.10M0.1%N/A0.045%
2/13/2026 Kestra Advisory Services LLC206,622$16.06M0.1%+45.4%0.654%
2/13/2026Visionary Wealth Advisors3,969$309K0.0%+30.4%0.013%
2/13/2026Stifel Financial Corp115,129$8.95M0.0%-2.4%0.364%
2/13/2026Charles Schwab Investment Management Inc.1,882,009$146.31M0.0%+2.8%5.956%
2/13/2026Wells Fargo & Company MN119,091$9.26M0.0%-27.7%0.377%
2/13/2026Summit Financial LLC49,410$3.84M0.1%+3.3%0.156%
2/12/2026Federation des caisses Desjardins du Quebec1,274$99K0.0%+422.1%0.004%
2/12/2026Orion Porfolio Solutions LLC38,102$2.96M0.0%-8.7%0.121%
2/12/2026 Commonwealth Equity Services LLC474,222$36.87M0.0%+5.7%1.501%
2/12/2026 IFC & Insurance Marketing Inc.863$67K0.1%N/A0.003%
2/12/2026Steward Partners Investment Advisory LLC63,172$4.91M0.0%+0.9%0.200%
2/12/2026Colonial Trust Co SC568$44K0.0%+56.9%0.002%
2/12/2026Great Valley Advisor Group Inc.17,643$1.37M0.0%-2.5%0.056%
2/11/2026Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/11/2026 KDK Private Wealth Management LLC24,857$1.93M1.7%-2.3%0.079%
2/11/2026 Janney Montgomery Scott LLC6,336$493K0.0%+11.1%0.020%
2/11/2026Deutsche Bank AG1,553$121K0.0%N/A0.005%
2/11/2026Paragon Private Wealth Management LLC5,409$420K0.1%-24.0%0.017%
2/11/2026LPL Financial LLC347,864$27.04M0.0%+19.2%1.101%
2/11/2026O Shaughnessy Asset Management LLC36,974$2.87M0.0%-0.5%0.117%
2/11/2026JPMorgan Chase & Co.137,856$10.72M0.0%-2.4%0.436%
2/11/2026 J.W. Cole Advisors Inc.6,353$494K0.0%-5.7%0.020%
2/11/2026 Vise Technologies Inc.3,873$301K0.0%N/A0.012%
2/11/2026Mcrae Capital Management Inc.5,684$442K0.1%-9.9%0.018%
2/10/2026Lido Advisors LLC2,707,625$206.78M0.6%+0.1%8.568%
2/10/2026Goldman Sachs Group Inc.8,905$692K0.0%N/A0.028%
2/10/2026Redwood Financial Network Corp3,448$268K0.2%+12.7%0.011%
2/10/2026Northwestern Mutual Wealth Management Co.219,088$17.03M0.0%+4.8%0.693%
2/9/2026Smith Chas P & Associates PA Cpas3,965$308K0.0%+7.3%0.013%
2/9/2026Harbour Investments Inc.2,788$217K0.0%+54.5%0.009%
2/9/2026Fisher Asset Management LLC18,098$1.41M0.0%+1.4%0.057%
2/9/2026Clearstead Advisors LLC1,000$78K0.0%N/A0.003%
2/9/2026 Prospera Financial Services Inc2,967$231K0.0%-5.7%0.009%
2/6/2026Evoke Wealth LLC4,931$383K0.0%N/A0.016%
2/6/2026Mach 1 Financial Group LLC2,634$205K0.0%N/A0.008%
2/6/2026 Fischer Financial Services Inc.140,760$10.94M2.9%-3.7%0.445%
2/6/2026 IFP Advisors Inc4,351$338K0.0%+5.1%0.014%
2/6/2026HighTower Advisors LLC69,734$5.42M0.0%-16.3%0.221%
2/5/2026AlphaCore Capital LLC448$35K0.0%+833.3%0.001%
2/5/2026Northwestern Mutual Wealth Management Co.196,282$15.26M0.0%-6.1%0.621%
2/5/2026 Thrivent Financial for Lutherans87,687$6.82M0.0%+6.1%0.277%
2/5/2026Maxele Advisors LLC30,567$2.38M1.9%+4.8%0.097%
2/5/2026Allworth Financial LP699$54K0.0%+1,387.2%0.002%
2/5/2026 Bayshore Capital Advisors LLC9,610$747K0.4%N/A0.030%
2/5/2026Pacific Sun Financial Corp8,911$693K0.3%+4.6%0.028%
2/4/2026 World Investment Advisors9,566$728K0.0%+2.5%0.030%
2/4/2026 Purkiss Capital Advisors LLC3,753$292K0.1%-11.1%0.012%
2/4/2026Meridian Wealth Management LLC20,192$1.57M0.1%+8.4%0.064%


FNCL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNCL shares?

During the previous two years, 258 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($206.78M), Charles Schwab Investment Management Inc. ($146.31M), AGF Management Ltd. ($65.19M), Commonwealth Equity Services LLC ($36.87M), Osaic Holdings Inc. ($32.24M), LPL Financial LLC ($27.04M), and Sava Penzisko Drushtvo A.D. Skopje ($26.10M).Learn more on Fidelity MSCI Financials Index ETF's institutional investors.

Which institutional investors have been buying Fidelity MSCI Financials Index ETF's stock?

Of the 227 institutional investors that purchased Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($664.76K), Sava Penzisko Drushtvo A.D. Skopje ($341.87K), Vicus Capital ($337.40K), Commonwealth Equity Services LLC ($275.36K), Mercer Global Advisors Inc. ADV ($266.40K), LPL Financial LLC ($237.01K), and Lido Advisors LLC ($231.70K).

How much institutional buying is happening at Fidelity MSCI Financials Index ETF?

Institutional investors have bought a total of 2,941,847 shares in the last 24 months. This purchase volume represents approximately $220.43M in transactions.

Which of Fidelity MSCI Financials Index ETF's major shareholders have been selling company stock?

Of the 104 institutional investors that sold Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vicus Capital ($304.80K), AGF Management Ltd. ($249.75K), Northwestern Mutual Wealth Management Co. ($195.17K), Commonwealth Equity Services LLC ($191.69K), Kovitz Investment Group Partners LLC ($169.16K), Charles Schwab Investment Management Inc. ($99.62K), and Advisory Services Network LLC ($61.62K).

How much institutional selling is happening at Fidelity MSCI Financials Index ETF?

Institutional investors have sold a total of 1,906,525 shares in the last 24 months. This volume of shares sold represents approximately $141.62M in transactions.


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This page (NYSEARCA:FNCL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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